FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.67M
3
+$8.07M
4
USRT icon
iShares Core US REIT ETF
USRT
+$6.67M
5
HMY icon
Harmony Gold Mining
HMY
+$5.77M

Top Sells

1
+$42.4M
2
+$15.4M
3
+$13.7M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M

Sector Composition

1 Healthcare 7.86%
2 Technology 7.69%
3 Industrials 5.36%
4 Financials 4.49%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$924K 0.05%
29,334
+3,675
377
$924K 0.05%
20,281
+392
378
$921K 0.05%
14,794
+469
379
$921K 0.05%
17,880
+237
380
$917K 0.05%
10,696
+396
381
$912K 0.05%
8,263
+1,327
382
$910K 0.05%
92,674
+848
383
$905K 0.05%
24,536
+340
384
$898K 0.05%
11,044
+4,587
385
$892K 0.05%
22,829
+1,018
386
$891K 0.05%
16,925
-17,390
387
$888K 0.05%
60,827
+5,706
388
$887K 0.05%
82,024
+8,174
389
$882K 0.05%
16,203
+1,104
390
$879K 0.04%
69,032
-8,728
391
$874K 0.04%
34,889
+4,145
392
$871K 0.04%
6,286
-3,920
393
$869K 0.04%
13,648
+5,329
394
$869K 0.04%
8,637
+672
395
$867K 0.04%
49,355
+4,419
396
$864K 0.04%
9,476
+290
397
$863K 0.04%
7,748
+927
398
$861K 0.04%
96,440
+34,512
399
$858K 0.04%
37,962
+22,675
400
$858K 0.04%
19,720
-1,044
14 15
16
17 18